Rasquin v. Hamersley

152 A.D. 522, 137 N.Y.S. 578, 1912 N.Y. App. Div. LEXIS 8577
Appellate Division of the Supreme Court of the State of New York·Decided September 10, 1912·Published·Cited by 13 cases

Opinion

The following is the opinion of the referee:

James L. Bishop, Referee:

This is an action for an accounting by the trustees under the will of Louis C. Hamersley and for a distribution of his estate. The issues .presented call for a construction of certain provisions of the will. The testator died on the 3d day of May, 1883. [524]*524By his will he gave all his estate, real and personal, to his executors in trust to receive the. income and apply it to the use of his wife during her life, and upon her death he gave the estate to his issue per stirpes. He then proceeded as follows: “In the event, however, ño issue' of mine shall survive my said wife, then, on her decease, I give, devise and bequeath my said estate, real and personal, to the male issue of my cousin J. Hooker Hamersley then living, and to the male issue of such of them as shall have previously died leaving issue, such issue to take the share which his, her or their parent would have taken if living. In the event, however,, my said cousin shall die without leaving male issue him surviving or surviving my wife, then on the' decease of my wife, I give, devise and bequeath the whole of my said estate, real and personal, to such charitable and benevolent corporatiotis located in the State of New York and incorporated by virtue of the laws thereof and in such shares and proportions as my dear wife shall by her last will and testament or instrument in writing for that purpose made and executed and acknowledged by her, direct, designate and appoint.” ' The testator a few months after making the will died without issue. The testator’s widow died on January 11, 1909.. The cousin, J. Hooker Hamersley, was unmarried at the time of the testator’s death, but subsequently married and had a son, Louis Grordon Hamersley, who was born before the. death of the testator’s wife, and who is now living. He is an infant, and his guardian on his behalf claims that he is entitled to the entire estate, as being the sole male issue of J. Hooker Hamersley living at the death of the testator’s widow. Certain heirs at law and next of kin of the testator contend that the gift to the male issue of J. Hooker Hamersley is invalid because it violates the rule against perpetuities.

Their contention is that by the clause “ to the male issue of my cousin J. Hooker Hamersley then living and to the male issué of such of them as shall have previously died leaving-issue,” the testator intended to provide not only for male issue of J. Hooker Hamersley living at the death of the life tenant but also for the after-born male issue of female issue, since the gift was to male issue of those who had died leaving- issue either [525]*525male or female, and that since such after-horn issue might come into existence at a period not measured by lives in being at the death of the testator, the power of alienation was unlawfully suspended. In support of this contention they urge that the word issue, ’’ wherever it occurs in the will, should be taken in its broad meaning of descendants of every degree, and that male issue includes male descendants through females.

It may be conceded that, if the expressed intention of the testator was as claimed by the heirs and next of kin, the rule against perpetuities was violated, and, since the shares of such unborn issue were indefinite and unascertainable, the entire gift to the male issue of J. Hooker Hamersley would be invalid, and the estate would descend as in case of intestacy. But in my opinion that is not the construction of the clause in question which should be adopted. It seems to me that the testator intended that, if he should die without issue, his estate should vest, upon the death of his widow, in the then living sons of J. Hooker Hamersley and in the issue of any deceased son or sons, the latter taking by representation.’

Before proceeding to state the reasons which I think necessarily lead to this conclusion it may be proper to recall certain general principles which apply in determining the validity of wills. One of these is that the validity of a will- depends, not on what has happened since the death of the testator, but on what might have happened.

Although J. Hooker Hamersley left no female issue of deceased issue, yet the validity of the will, tested by the rule against perpetuities, is to be determined precisely as though that contingency had occurred. In testing the validity of the provisions of a. will by the rule against perpetuities, it is not enough that the limitation may not violate the rule; it must be apparent that it cannot. The law regards possibilities, and future estates must be so limited that in every possible contingency they will vest within the prescribed limitation. (Matter of Wilcox, 194 N. Y. 288, 295; Purdy v. Hayt, 92 id. 451; Herzog v. Title Guarantee & Trust Co., 177 id. 86, 99.) We are to remember also that the court must first construe the will for. the purpose of ascertaining the expressed intention of the testator and then test its validity as so construed by the [526]*526rule against perpetuities (Gray Perp. [2d ed.] § 629; Colton v. Fox, 67 N. Y. 348, 351; Dungannon v. Smith, 12 Cl. & F. 546), and, where the construction is doubtful, that which makes for validity will be preferred. (Fowler Real Prop. Law [3d ed.], 315; Du Bois v. Ray, 35 N. Y. 168; Hopkins v. Kent, 145 id. 363, 367; Matter of Conger, 81 App. Div. 493.)

Bearing these rules in mind we proceed to an examination of the language of the will. The word “issue,” when used in a will and unexplained by the context, has the meaning of descendants of every degree of- remoteness (Schmidt v. Jewett, 195 N. Y. 486; Soper v. Brown, 136 id. 244; Drake v. Drake, 134 id. 220; Chwatal v. Schreiner, 148 id. 683), and when employed in that sense, descendants of every degree of remoteness take in equal shares per capita and not per stirpes. (Soper v. Brown, supra; Hillen v. Iselin, 144 N. Y. 365; Phelps v. Cameron, 109 App. Div. 798.) But the word “issue” may be and frequently is explained by the context so as to bear the restricted sense of “children.” (2 Jarman Wills, 949; Palmer v. Horn, 84 N. Y. 516; Chwatal v. Schreiner, 148 id. 683; Matter of Tenney, 104 App. Div. 290; Emmet v. Emmet, 67 id, 185.) That it was so used in the first clause of the paragraph under discussion appears from a consideration of the entire sentence. If the testator intended to use the word “ issue ” in the clause “to the male issue of my cousin J. Hooker Hamersley then living ” in its broad sense, then he included in that clause sons, grandsons and male issue of every degree living at the death of his widow. This would necessarily include male issue of those of them who had previously died leaving male: issue. When, therefore, he added the clause “ and to the 'male issue of such of them as shall have previously died leaving issue,” he must have had in mind certain of the very persons who would have been provided for in the first clause if he there used the word “ issue ” in its extended meaning, and he must be understood as intending to provide for such persons in the added clause, as well as to provide that they should take by representation instead of per capita. It follows that he did not intend to use the words “ male, issue ” in the 1st clause With such an extended meaning as to include

Free access — add to your briefcase to read the full text and ask questions with AI

Rasquin v. Hamersley, 152 A.D. 522, 137 N.Y.S. 578, 1912 N.Y. App. Div. LEXIS 8577 (N.Y. Ct. App. 1912).

152 A.D. 522 (Rasquin v. Hamersley) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

In re the Estate of Florio
182 Misc. 2d 385 (New York Surrogate's Court, 1999)
Payne v. Palisades Interstate Park Commission
204 A.D.2d 787 (Appellate Division of the Supreme Court of New York, 1994)
In re the Construction of the Will of Gunby
29 Misc. 2d 155 (New York Surrogate's Court, 1961)
In re the Construction of the Will of Pulitzer
1 Misc. 2d 876 (New York Surrogate's Court, 1955)
Victory Lunch, Inc. v. Carll
198 Misc. 227 (New York Supreme Court, 1949)
In re Accounting of Bank of New York
187 Misc. 45 (New York Surrogate's Court, 1946)
In re Doherty
227 A.D. 265 (Appellate Division of the Supreme Court of New York, 1929)
Gage v. Irving Bank & Trust Co.
222 A.D. 92 (Appellate Division of the Supreme Court of New York, 1927)
In re the Estate of Milnor
12 Mills Surr. 516 (New York Surrogate's Court, 1914)
In re the Judicial Settlement of the Account of the Farmers' Loan & Trust Co.
163 A.D. 533 (Appellate Division of the Supreme Court of New York, 1914)
In re the Judicial Settlement of the Account of the Farmers' Loan & Trust Co.
11 Mills Surr. 88 (New York Surrogate's Court, 1913)